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Designate an Insurance Manager for Your Procore Company

Objective

To designate a person as the insurance manager for your company's Procore account. 

Background

In Procore, an insurance manager is an internal employee at your company who serves as your organization's primary point of contact for ensuring that the insurance policies for your vendors (e.g., contractors, subcontractors, and other vendors) are in compliance with requirements and that their policy and certificate information is kept up-to-date in Procore. Insurance information for your vendors can be added and maintained in Procore's Company and Project level Directory tools. The responsibilities of an insurance manager include:

  • Adding insurance polices for your vendors to the Directory tool.
  • Receiving automated email notifications from Procore about expiring insurance policies for your vendors. 
  • Updating insurance policies as information changes.
  • Removing insurance information for your vendors when the information is no longer relevant.

Things to Consider

Steps

  1. Navigate to the company's Directory tool. 
  2. Choose one of these options:
  3. Scroll down and mark the Is an Insurance Manager of [company]? checkbox.

    Directory Insurance Manager Checkbox.png
     
  4. Click Save
    This designates the person as the Insurance Manager for your company account.
    Note: This person's name will now appear in the 'Insurance Notification Emails' of the Company level Admin tool.
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Last modified
09:16, 20 Dec 2016

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